Transfer Options

• Attended/Warm Transfer
• Blind/Cold/Direct Transfer
• Transfer Direct to Voicemail
• Transfer to External Number
  
  

Attended/Warm Transfer

An Attended or Warm Transfer initiates a call to another User/Extension by allowing you to speak with them before connecting the call.

1. This is useful for briefing the Extension receiving the call on the needs of the person being transferred.
   
   
2. Attended Transfers can be performed from any of your Phone Devices, including your physical Phone.   The instructions for performing an Attended Transfer are similar, no matter the Device.
   

1. While on the active call, press the Transfer button.
   
   
   
2. Dial the Extension to which you want to transfer the call.
   
   
   
3. After the Extension receiving the call answers, communicate your message, then press the Transfer button again to connect the call.
   
   

Blind/Cold/Direct Transfer

A Blind or Direct Transfer automatically sends the call to the Extension.  Blind Transfers are also known as a "Cold" Transfers.

1. This is useful if the Extension that you are transferring to is expecting the call or is sitting in close proximity to you.
   
   
2. Blind Transfers can be performed from any of your Phone Devices, including your physical Phone.   The instructions for performing an Blind Transfer are similar, no matter the Device.

1. While on the active call, press the Transfer button.
   
   
2. Your screen will change, and a Blind button will appear. Press the Blind button.
   
   
   
3. Dial the Extension that will be receiving the Transfer. 
   
   
4. If the call does not connect automatically, press Send.
   
   

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Transfer to Voicemail

1. Transferring to Voicemail uses the same method as a Blind/Direct Transfer.
   
   
2. Transferring Directly to Voicemail can be performed from any of your Phone Devices, including your physical Phone.   The instructions for Transferring Directly to Voicemail are similar, no matter the Device.

1. While on the active call, press the Transfer button.
   
   
2. Your screen will change and a Blind button will appear. Press the Blind button.
   
   
3. Press ‘8‘ and then the Extension that you want to transfer to.  For example, ‘8200’ would transfer directly to Extension 200's Voicemail without ringing their phone.
   
   
   
4. If the call does not connect automatically, press Send.
   
   

Transferring a Call to an External Number

Transferring is not just limited to phones in your office, you can also transfer calls to a cell phone or other external number.

1. This is useful if you need to transfer a call to an Employee in the field or if you need to transfer a caller to another office.
   
   
2. Using Attended Transfer provides you with the opportunity to explain the reason for transfer, prior to sending the call.
   
   
3. Using Blind Transfer may be appropriate if the person receiving the call is expecting the call or the call is being transferred to another location who answers all calls. 
   
   
   

1. While on the active call, press the Transfer button.
   
   
2. Dial the 10-digit phone number that will be receiving the transferred call. 
   
   
   
   
   
3. If you wish to send the call as an Attended Transfer, after the person receiving the call answers, communicate your message, then press the Transfer button again to connect the call. 
   
   
4. If you wish to send the call as a Blind Transfer, simply press the Transfer button a second time.
   
   

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Want to learn more about Transferring Calls?

 

Give our Customer Service Team a call at 1-800-676-3995!   We are available Monday-Friday 8am-9pm EST.